Account Executive - Accountancy Partnerships & Sales in City of London

A specialist R&D tax advisory firm is seeking a relationship‑driven Associate to build and develop partnerships with accountancy firms across the UK. The firm works alongside accountants, not in competition, to provide technically robust, compliant R&D tax expertise to their innovation‑led clients.

The Role

You will engage partners and senior managers within accountancy practices, helping them understand when R&D tax becomes specialist and how expert support protects their clients and reputation. You’ll also develop consultative sales skills, supporting discovery meetings and client conversations as part of a collaborative commercial team.

Key Responsibilities

• Build and maintain a targeted portfolio of accountancy firms
• Research firm profiles, client bases and sector focus
• Conduct thoughtful, professional outreach to senior stakeholders
• Explain when R&D tax requires specialist input
• Develop long‑term referral relationships based on trust and credibility
• Coordinate introductions between accountants, clients and technical teams
• Maintain CRM records and track engagement
• Attend relevant tax, finance and accountancy events
• Share market insights and partner needs internally
• Learn and apply a structured consultative sales process

Ideal Profile

You enjoy relationship‑based selling, working with professional advisers and operating in a reputation‑led, technically focused environment. You’re confident speaking with accountants as peers, curious about tax and innovation, organised in managing multiple relationships, and motivated by building long‑term networks. Prior R&D tax experience isn’t required, but professionalism, accuracy and respect for compliance are essential. This is not a cold‑calling role.

Success Looks Like

• Being seen as a knowledgeable, helpful contact—not a salesperson
• Growing a portfolio of firms that actively refer work
• Strengthening the firm’s reputation for specialist, safe R&D advice
• Delivering well‑qualified, well‑positioned referrals
• Developing into a trusted channel manager within the R&D ecosystem